Rosewood Wealth Management

Rosewood Wealth Management (CRD# 284837) is a financial advisory firm headquartered in , . They manage $53,743,470 in 427 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.youtube.com/@rosewoodwealthmanagement1366
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    427
    ACCOUNTS
  • Average Account Value
    $125,863
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Rosewood Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
John Stillman, financial advisor Durham NC
John E. Stillman
CRD#: 6395330
Durham, NC

John Stillman (CRD# 6395330) is an Investment Advisor Representative working at Rosewood Wealth Management in Durham, NC and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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